In today’s briefing:
- Hong Kong Connect Flows (February): CNOOC, China Telecom, China Mobile, Li Auto, Meituan
- Northbound Flows (Feb): $9.3bn Inflows in Feb
Hong Kong Connect Flows (February): CNOOC, China Telecom, China Mobile, Li Auto, Meituan
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight inflows into CNOOC, China Telecom, China Mobile, Li Auto, Meituan.
Northbound Flows (Feb): $9.3bn Inflows in Feb
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- The monthly inflows of US$9.3bn tops the monthly inflows in the past 12 months. The inflows were led by the financials, consumer staples, and industrial sectors.
- We highlight inflows into Moutai, Ping An, CMB, ICBC, Wuliangye.
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